Opeyemi

Housecall Pro Setup & Automation Specialist

Davidoff • Freelance

Apr 2026 - Present • 1 mo

I specialize in Housecall Pro setup, Housecall Pro CRM configuration, and field service automation for service-based businesses looking to streamline operations and increase efficiency. As a Housecall Pro expert, I have helped HVAC companies, cleaning services, plumbing businesses, roofing contractors, and home service providers implement fully optimized systems that support scheduling, invoicing, customer management, and automation. My experience covers end-to-end Housecall Pro setup, including account configuration, service setup, job types, scheduling workflows, dispatch management, and payment integration. I ensure every system is structured to match real business operations, allowing teams to manage jobs, clients, and payments seamlessly from one platform. A core part of my work involves Housecall Pro pricebook import and pricebook setup. I take raw data from Excel or Google Sheets and transform it into a clean, organized, and fully functional pricebook. This includes mapping services, pricing, categories, SKUs, and descriptions to ensure fast and accurate quoting. My Housecall Pro pricebook import process reduces manual data entry, eliminates errors, and improves team productivity. I also implement Housecall Pro automation workflows that enhance customer experience and ensure no lead is lost. This includes automated follow-ups, appointment reminders, job notifications, review requests, and post-service communication. By setting up Housecall Pro workflows and automation, I help businesses maintain consistent communication and improve conversion rates. Another key area of expertise is Housecall Pro online booking setup. I configure booking forms that allow customers to schedule services directly, creating a smooth lead-to-job process. These booking systems are optimized for conversion and integrated into websites, social platforms, and lead generation channels to increase bookings.

Jobber CRM Setup & Automation Specialist

DagsHub • Freelance

Apr 2026 - Apr 2026 • 0 mos

I specialize in Jobber setup, Jobber CRM configuration, and field service automation for service-based businesses looking to streamline operations and improve efficiency. As a Jobber expert, I have worked with HVAC companies, cleaning services, plumbing businesses, roofing contractors, and home service providers to implement fully optimized systems for scheduling, invoicing, and customer management. My experience covers end-to-end Jobber setup, including account configuration, service setup, client management, job scheduling, dispatch workflows, and payment integration. I ensure that each Jobber CRM system is structured to match real business operations, allowing teams to manage jobs, clients, and payments seamlessly. A key part of my work is Jobber pricebook setup and service configuration. I organize services, pricing, and packages into a clean and easy-to-use structure, enabling faster quoting and accurate invoicing. This improves workflow efficiency and reduces manual errors in day-to-day operations. I also implement Jobber automation and workflows to improve customer experience and ensure consistent communication. This includes automated reminders, follow-ups, job notifications, and invoice tracking. By setting up Jobber workflows, I help businesses reduce administrative workload and maintain professional communication with clients. Another area of expertise is Jobber scheduling and dispatch optimization. I configure calendars, team assignments, and job tracking systems so businesses can manage appointments efficiently. This ensures better time management, improved team coordination, and faster service delivery. I also support Jobber marketing campaigns, including email campaigns, postcard automation, and customer retention strategies. These systems help businesses stay connected with clients, increase repeat bookings, and drive consistent revenue growth. My work includes Jobber integration and system optimization, connecting tools like Stripe for payment

HubSpot CRM Setup & Automation Specialist

DakTal • Freelance

Apr 2026 - Apr 2026 • 0 mos

I specialize in HubSpot CRM setup, HubSpot automation, and sales pipeline optimization for businesses looking to streamline their marketing, sales, and customer management processes. As a HubSpot expert, I have worked with service-based businesses, SaaS companies, and agencies to build scalable systems that improve lead tracking, conversion, and overall efficiency. My experience covers end-to-end HubSpot setup, including account configuration, contact and company management, deal pipeline creation, and workflow automation. I ensure that each HubSpot CRM system is structured to match the client’s business model, enabling seamless tracking of leads, deals, and customer interactions. A core part of my work involves HubSpot pipeline setup and sales funnel optimization. I design and customize deal stages, automate task creation, and implement follow-up sequences to ensure that no lead is missed. This helps businesses move prospects efficiently from inquiry to closed deal while maintaining visibility across the entire pipeline. I also specialize in HubSpot automation and workflows, creating systems that handle repetitive tasks such as lead nurturing, email follow-ups, task reminders, and internal notifications. These HubSpot workflows improve response time, increase engagement, and allow teams to focus on closing deals instead of manual processes. Another key area of expertise is HubSpot email marketing and campaign automation. I set up email sequences, newsletters, and targeted campaigns that nurture leads and improve customer retention. This includes segmentation, personalization, and performance tracking to ensure campaigns deliver measurable results. I provide HubSpot data migration and integration services, helping businesses move their data from platforms like Google Sheets, Excel, or other CRMs into HubSpot. I also integrate HubSpot with tools like Zapier, email platforms, and third-party applications to create a fully connected system.